Purchases and Sales Made in Q1 2024 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2024. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
51+ 4.53% |
$24.1K - $27.8K
|
1.18K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
51+ 3.74% |
$24.1K - $27.8K
|
1.42K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
51+ 242.86% |
$24.1K - $27.8K
|
72
$21.8K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
51+ 3.06% |
$24.1K - $27.8K
|
1.72K
$521K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 4.72% |
$23.6K - $27.3K
|
1.11K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
50+ 4.65% |
$23.6K - $27.3K
|
1.13K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
50+ 1.15% |
$23.6K - $27.3K
|
4.39K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
50+ 0.3% |
$23.6K - $27.3K
|
16.6K
$5.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
49+ 8.05% |
$23.2K - $26.7K
|
658
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 1.59% |
$23.2K - $26.7K
|
3.12K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
49+ 7.26% |
$23.2K - $26.7K
|
724
$219K
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
BUY
|
- |
49+ 0.58% |
$23.2K - $26.7K
|
8.5K
$2.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
48New |
$22.7K - $26.2K
|
48
$14.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 2.31% |
$22.7K - $26.2K
|
2.13K
$643K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
48+ 0.72% |
$22.7K - $26.2K
|
6.71K
$2.03M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
47+ 1.62% |
$22.2K - $25.6K
|
2.95K
$894K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
47+ 12.02% |
$22.2K - $25.6K
|
438
$133K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
47+ 4.42% |
$22.2K - $25.6K
|
1.11K
$336K
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
47+ 11.08% |
$22.2K - $25.6K
|
471
$143K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
46+ 1.43% |
$21.7K - $25.1K
|
3.27K
$989K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
46+ 1.37% |
$21.7K - $25.1K
|
3.4K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 3.8% |
$21.7K - $25.1K
|
1.26K
$380K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
46+ 2.98% |
$21.7K - $25.1K
|
1.59K
$481K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
44+ 1.07% |
$20.8K - $24K
|
4.16K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
44+ 4.95% |
$20.8K - $24K
|
932
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
44+ 57.89% |
$20.8K - $24K
|
120
$36.3K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
44+ 0.57% |
$20.8K - $24K
|
7.71K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
43+ 1.45% |
$20.3K - $23.5K
|
3.02K
$913K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
43+ 0.61% |
$20.3K - $23.5K
|
7.12K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
43+ 204.76% |
$20.3K - $23.5K
|
64
$19.4K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
43+ 9.66% |
$20.3K - $23.5K
|
488
$148K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
41+ 3.35% |
$19.4K - $22.4K
|
1.26K
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
41+ 44.09% |
$19.4K - $22.4K
|
134
$40.6K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
41+ 5.35% |
$19.4K - $22.4K
|
808
$245K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
41+ 0.8% |
$19.4K - $22.4K
|
5.15K
$1.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
40+ 0.82% |
$18.9K - $21.8K
|
4.95K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
40+ 3.98% |
$18.9K - $21.8K
|
1.04K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 1.61% |
$18.9K - $21.8K
|
2.53K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
40+ 1.27% |
$18.9K - $21.8K
|
3.19K
$966K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
40+ 2.56% |
$18.9K - $21.8K
|
1.6K
$485K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
39+ 8.28% |
$18.4K - $21.3K
|
510
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
38+ 3.27% |
$18K - $20.7K
|
1.2K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
38+ 10.86% |
$18K - $20.7K
|
388
$117K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
37+ 0.74% |
$17.5K - $20.2K
|
5.03K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
37+ 0.59% |
$17.5K - $20.2K
|
6.36K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
37+ 3.39% |
$17.5K - $20.2K
|
1.13K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
37+ 21.39% |
$17.5K - $20.2K
|
210
$63.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
36+ 4.28% |
$17K - $19.6K
|
878
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
36+ 5.08% |
$17K - $19.6K
|
744
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36+ 0.53% |
$17K - $19.6K
|
6.79K
$2.06M
|